The Airline Weekly Lounge Podcast

Airline Weekly Lounge Episode 32: Post-Brussels Attack Roundup
traceyintorcia

Attacks at airports are rare, and Tuesday’s bombing at Brussels Airport will no doubt have repercussions around the world. Which airlines will see the worst financial impact from the attacks? Brussels Airlines, not surprisingly, is most vulnerable. Unfortunately, the airline...

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Airline Weekly Lounge Episode 31: Turkish Blend
traceyintorcia

It’s good to be a Gulf carrier—Gulf carriers are well positioned to connect the whole world. But it might be better to be a near-the-Gulf carrier like Turkish Airlines. Turkish offers a blend of service as an intercontinental carrier and...

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Airline Weekly Lounge Episode 30: Qantas’ Boomerang Effect
traceyintorcia

After hitting the floor in 2013, Qantas, has—like a boomerang—come all the way back and more. In fact, the Australian carrier set an annual profit record in 2015. Despite enjoying the same advantages inherent to the Land of Oz right...

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Airline Weekly Lounge Episode 29: IAG Has all the Right Moves
traceyintorcia

IAG, the airline group that includes British Airways, Iberia, Vueling and Aer Lingus, is continuing its run of success—a run that probably has peers such as Air France/KLM and Lufthansa feeling a bit envious. In fact, while those two companies...

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Airline Weekly Lounge Episode 28: The French Correction
traceyintorcia

What’s it gonna take to fix Air France/KLM? The airline group has a number of problems—from labor inflexibility to a soft French economy—all in a very competitive part of the world. But there are reasons for hope: Gulf carriers could...

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Airline Weekly Lounge Episode 27: Profits Cool in Scandinavia
traceyintorcia

Finnair, Norwegian and Icelandair all had rather forgettable off-peak fourth quarters, but not because of the chilly weather they are all enduring. Rather, each has a unique set of challenges and opportunities. Finnair’s challenges include exposure to Asia and transatlantic...

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Airline Weekly Lounge Episode 26: Singapore’s Swing
traceyintorcia

Singapore Airlines swung back to solid profits in 2015. Does this turnaround mean the airline is returning to its former glory, not seen since 2010? Or are low fuel prices just making everyone look good? Korean Air and Asiana continue...

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Airline Weekly Lounge Episode 25: JetBlue Breaks Out
traceyintorcia

JetBlue’s big fourth quarter was kind of a big deal. Low oil prices essentially mean that every airline is making money right now, but JetBlue’s 21% operating margin is about more than just oil prices. The airline is changing, and...

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Airline Weekly Lounge Episode 24: Rapidly Receding Revenues
traceyintorcia

Where Delta’s revenues were relatively resilient, United’s are rapidly receding, at least in the fourth quarter. In Episode 24—informally “part two” of U.S. earnings season—we discuss the sources of United’s revenue declines and the many moves the airline can make...

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Airline Weekly Lounge Episode 23: Relatively Resilient Revenues
traceyintorcia

Delta kicked off earnings season with—yawn—another record-breaking fourth quarter highlighted by a pre-tax profit that starts with a “b” (and ends with an “illion.”) The success is coming from a lot of baskets including cheap oil, operational performance and the...

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Airline Weekly Lounge Episode 22: Fast and Furious in India
traceyintorcia

Regardless of whether it’s up or down, India’s airline market tends to be one of thrills and spills. And right now, we’re seeing both—IndiGo is providing the thrills, Air India the spills. Meanwhile, Jet Airways and SpiceJet are holding their...

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Airline Weekly Lounge Episode 21: Ultra Low-Cost Competition
traceyintorcia

Ultra-low-cost carriers like Frontier Airlines are facing in 2016 a whole different animal—a beast that we call “fare compression.” In fact, America in 2016 might see a first-time experiment in which the ultra-low-cost model goes up against the forces of...

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